Project Budget Parameters (tpptc0100s000)

Field Information

General

Introduction Date

The date and time that the parameters are valid. The parameters are valid up to the effective date of a more recent parameter setting.

Description

The description of the parameter set. For example, the reason why the previous setting was changed.

Settings

Unit of Measure

The default unit for material dimensions. You must select a unit of the Length type.

This is used in Budgeting as a unit for the length and width.

Propose Element Relationships

If this check box is selected, the Maintain Parent Element (tpptc1204m000) session is automatically started when you save a newly defined element in the Elements (tpptc1100m000) session.

You must select this check box, if you create elements in a single-level structure, that is, a top element with the underlying elements. The Maintain Parent Element (tpptc1204m000) session always shows the same element (in this case, the top element) as the parent element.

Note: This check box is applicable only if the Element check box is selected in the Project Parameters (tppdm0100s000) session.

Code Length of Element

The length of the element code. The maximum length is 16 characters.

Note: 

• This field is applicable only if the Element check box is selected in the Project Parameters (tppdm0100s000) session.
• The difference between the maximum of 16 characters and the code length specified as a parameter is used to determine the length of sequence number that is generated. As the minimum length is 4, the maximum sequence number is 4. For example, if the Code Length is set to 5, a maximum of 3 characters can be used to create a unique project element. Consequently, the first project element is xxxxx001 and the second project element is xxxxx002 and so on. This is applicable when an element is created using these Launch Estimate to Budget (tpest2200m000) session.

History

Log History of Budget

If this check box is selected, the budget line history is kept for:

• Budget and surcharge lines with the Actual status
• Budget lines with the Final status that have been recorded with the Budget Adjustments (tpptc0170m000) session.

Note: LN checks whether this check box is selected when running the Generate Control Data (tpptc1230m000) session. The date this check box was selected must then be earlier than the run date, otherwise the data used in the Generate Control run can be corrupted.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Project history.

Purchase Budget

Automatically Generate Detail Lines

Indicates whether or not purchase budget lines are created from the current budget.

If this check box is selected, the following applies: If you maintain budget parts in the Purchase Budget Part (tpptc4110s000) session, LN prompts you to create budget purchase lines. If you answer Yes, the lines are created in the Purchase-Budget Detail Line (tpptc4120s000) session.

If this check box is cleared, no detail lines of budget parts are created if you maintain budget parts.

Purchase Budget > 100% Allowed

If this check box is selected, you can use more than 100% of a budget line amount in the purchase budget.

Service Budget

Allow changes for Service Related Budget Lines

If this check box is selected, the quantity, unit, rate/price and the budget date fields can be modified on Activity Budget Lines that are linked to Service, only if the budget lines are not transferred to Service .

Use Matching Task Codes

If this check box is selected, Infor LN checks for the identical task codes in Project and Service . If existing, the task code is used without a mapping in Project and Service .

Text

If this check box is selected, a text is present.

Cost Analysis

Budget Status

Free

If this check box is selected, budget lines with this status are included in the budget-cost analysis.

The value you select here is the default value for the Budget with Status Free field in the Generate Budget Cost Analysis (tpptc3200m000) session.

Actual

If this check box is selected, budget lines with this status are included in the budget-cost analysis.

Note: The value selected here is the default value for the Budget with Status Actual field in the Generate Budget Cost Analysis (tpptc3200m000) session.

Actual

If this check box is selected, budget lines with this status are included in the control data that is created in the Generate Control Data (tpptc1230m000) session.

Note: For the Generate Control Data (tpptc1230m000) session, you must select the Actual or the Final check box or both.

Final

If this check box is selected, budget lines with this status are included in the budget-cost analysis session.

The value you select here is the default value for the Budget with Status Final field in the Generate Budget Cost Analysis (tpptc3200m000) session.

Final

If this check box is selected, budget lines with this status are included in the control data that is created in the Generate Control Data (tpptc1230m000) session.

Note: For the Generate Control Data (tpptc1230m000) session, you must select the Actual or the Final check box or both.

Default

Default Budget Cost Analysis Version

The budget-cost analysis version code entered here is the default value for the Budget Cost Analysis Version field in the Generate Budget Cost Analysis (tpptc3200m000) session.

Note: To run the Budget Cost Analysis Versions (tpptc3500m000), the Default Budget Cost Analysis Version field in the Project Budget Parameters (tpptc0100s000) session must be specified.